Retirement plan

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Name: INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. - INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN, INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC.EIN 59-1004835Plan #001PY 2017

7362 N.W. 5TH STREET - PLANTATION, FL 333171605954-584-3100

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.4M

-14.6% from 2016

Total participants

-11.1% from 2016

Average account balance

$419,472

-3.9% from 2016

Annual return

15.86%

+7.39 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$592K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$248K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$171720 / participant

Other / not subdivided$1M100.0%

% of EOY assets

40.937%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$419,472

$101,063+315.1%

$81,473+414.9%

$147,586+184.2%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

15.86%

32.41%-16.5pp

38.78%-22.9pp

578.59%-562.7pp

Employer contribution / active EE

$22,134

$3,206+590.5%

$2,568+761.9%

$4,876+353.9%

Participant deferral / active EE

$4,242-100.0%

$3,537-100.0%

$5,439-100.0%

Admin fee / account holder

$171,720

$5,812+2854.4%

$4,561+3664.7%

$10,886+1477.5%

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSTITUTIONAL AND SUPERMARKET EQUIPMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion